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Fiserv
FI

Overview Fund Activity

1,335 hedge funds and large institutions have $58.5B invested in Fiserv in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 500 increasing their positions, 524 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-16
Holders Change %
-1.18%
% of All Funds
21.13%
Holding in Top 10
70
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+27.27%
% of All Funds
1.11%
New
102
Increased
500
Reduced
524
Closed
110
Calls
$497M
Puts
$406M
Net Calls
+$90.6M
Net Calls Change
-$173M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$217M
2
GCM
Glenview Capital Management
New York
+$167M
3
Dodge & Cox
Dodge & Cox
California
+$151M
4
FI
Focused Investors
California
+$133M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$95.5M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$520M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$481M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$347M
4
Goldman Sachs
Goldman Sachs
New York
-$151M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
851
Institute for Wealth Management
Colorado
$668K +$507 +5 +0.1%
SIM
852
Sadoff Investment Management
Wisconsin
$667K -$56.2K -554 -8%
KWM
853
Kingsview Wealth Management
Oregon
$666K -$4.06K -40 -0.6%
SFO
854
Stokes Family Office
Louisiana
$665K +$13K +128 +2%
FDS
855
Freedom Day Solutions
Texas
$665K +$82.2K +810 +14%
FWC
856
First Washington Corp
Washington
$659K – – –
EWM
857
Empirical Wealth Management
Washington
$656K -$202K -1,990 -24%
TA
858
Tectonic Advisors
Texas
$653K +$90.3K +891 +16%
CBT
859
CoreFirst Bank & Trust
Kansas
$649K – – –
OFS
860
Orrstown Financial Services
Pennsylvania
$648K -$19.9K -196 -3%
NHC
861
Nicholas Hoffman & Company
Georgia
$644K -$947K -9,347 -60%
RCAG
862
Rehmann Capital Advisory Group
Michigan
$643K +$50.7K +501 +9%
PGH
863
Partners Group Holding
Switzerland
$639K – – –
IIA
864
Integral Investment Advisors
California
$639K +$79.9K +788 +14%
KeyBank National Association
865
KeyBank National Association
Ohio
$637K +$128K +1,265 +25%
MSE
866
MUFG Securities EMEA
United Kingdom
$633K -$181K -1,780 -22%
VFA
867
Voya Financial Advisors
Connecticut
$621K +$153K +1,494 +33%
OWP
868
Obermeyer Wealth Partners
Colorado
$620K -$50.7K -500 -8%
AWS
869
Atria Wealth Solutions
New York
$620K +$620K +6,118 New
SPC
870
Sigma Planning Corp
Michigan
$619K +$28.2K +278 +5%
FAT
871
First American Trust
California
$619K +$619K +6,107 New
VF
872
Virtu Financial
New York
$614K -$168K -1,652 -21%
CF
873
Copperwynd Financial
Arizona
$613K +$30.6K +302 +5%
BOS
874
Bank of Stockton
California
$611K -$88.7K -875 -13%
EAM
875
Eukles Asset Management
Ohio
$611K -$23.3K -230 -4%
33 34
35
36 37